By Warburton Capital | April 19, 2017 | 0 Comment
JONATHAN HALL – NEW ACADEMIC AND PROFESSIONAL CREDENTIALS
Mark Morley, President of Tulsa, Oklahoma, based Warburton Capital Management, is pleased to announce that his colleague and partner, Jonathan Mark Hall, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
Jonathan also recently supplemented his two Bachelor’s Degrees and MBA by completing the coursework for a Master’s of Science in Financial Services (MSFS) from the Haub School of Business at Saint Joseph’s University.
In addition to these achievements, Jonathan is serving as an Adjunct Professor in Oral Roberts University’s College of Business, teaching the Finance course “Personal Financial Planning,” which covers investments, property and casualty insurance, health insurance, life insurance, tax planning, retirement planning, and estate planning.
“We are very pleased with and inspired by Jonathan’s service to our community, our clients, our enterprise and the love of his family,” Morley said. “Please join us in congratulating Jonathan on his recent achievements and ongoing commitment to professionalism.”
Jonathan Hall has been with Warburton Capital Management since May of 2013. He is a partner of the firm, and while serving a number of clients personally as their Financial Advisor, he also serves the enterprise as Vice President, Chief Operating Officer and Chief Compliance Officer. Jonathan is married to Deanna, a Registered Nurse (RN), and they have a one-year-old daughter.
Warburton Capital Management (WCM) was founded in Tulsa in 2006. WCM is a Registered Investment Advisory (RIA) firm operating as a Fee Only Fiduciary and provides investment advisory and wealth management services to business owners, professionals, corporate executives, individuals, families, endowments and foundations. The offices of the Firm are located in First Place Tower at 15 East Fifth Street, Suite 3675, Tulsa, Oklahoma, 74103.
Contact: Mark Morley, CFP®, President, Warburton Capital Management